OpenAI Ponders Humanoid Robot in Quest to Take AI to New Level: Report
NVIDIA Unusual Options Activity For December 24
HIVE Digital Boosts AI Ambitions With $30 Million Nvidia GPU Deployment
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
What the Options Market Tells Us About Broadcom
U.S. stocks in the early market | The three major indexes rose, with the Nasdaq up nearly 1%, and Apple and Palantir hitting new highs; Bitcoin returned to $97,000, and the stocks related to Cryptos also rose, with MSTR up nearly 7%.
On the evening of the 24th Beijing time, the US stock market opened slightly higher. Today, the US stock market will close early, and the trading time this week is shortened due to the holiday, with relatively light trading expected during the Christmas period.
How To Earn $500 A Month From Apple Stock
Direxion Daily Semiconductor Bull 3X Shares Declares Quarterly Distribution of $0.0768
Netflix Sues VMware; Suit Part of a Bigger Conflict With Broadcom - Report
Stocks to Watch on Tuesday: Big Banks, AAL and More
US stock outlook | Is the "Christmas rally" for US stocks approaching? Several small-cap companies are surging in pre-market trading, while American Airlines experienced temporary flight cancellations due to technical issues.
News reports that Meta will launch screen-equipped smart glasses, with the earliest release in the second half of next year; Apple's new Global Strategy has been revealed, abandoning car manufacturing to shift to Smart Home.
Daily Options Tracking | AI chip stocks surged collectively yesterday! Multiple Call contracts for Broadcom earned over 3 times, Call ratio for NVIDIA skyrocketed to 72%, and AMD Options trading was vibrant, rising to 0.84 million contracts.
The "meme stock" cannabis giant Tilray Brands closed yesterday up 13.49%, with Options trading surging 4.6 times compared to the previous trading day to 0.34 million contracts, of which Call options accounted for 94.4%, and implied volatility soared to a high of 168%; the most active Call option with a strike price of $2 expiring on January 17, 2025, had a trading volume of over 0.046 million contracts, with an open interest of 0.096 million contracts.
Nasdaq Gains Around 1% As Tesla, Nvidia Rise Ahead Of Christmas: Greed Index Remains In 'Fear' Zone
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
Taiwan Semiconductor becomes the darling of the AI era, with its stock price reaching a historic high during trading.
① Taiwan Semiconductor's stock price reached a record high during Tuesday's trading, with a cumulative increase of over 82% this year; ② Analysts point out that due to the enhanced demand in the Global market for investments in Taiwan Semiconductor, its key role among Semiconductors and AI suppliers continues; ③ Taiwan Semiconductor expects a 36% growth in sales for the quarter ending in December, with a gross margin of 58.3%, the highest quarterly level since 2022.
Nasdaq 100 Rebalance: Meta, Broadcom and Tesla Index Weighting Reduced
The AI Chip battle has escalated! How many GPUs do major Technology companies actually have?
Omdia estimates that Microsoft purchased approximately 581,000 GPUs in 2024, which is the largest purchase volume among all Global cloud or hyperscale customers.
In-depth conversation with the founder of SemiAnalysis: In the new era of AI, will NVIDIA be challenged?
Excluding Google, 98% of the Global AI workloads are running on NVIDIA chips; Google and Amazon's chips currently face their own issues and pose no challenge in the short term; the shortage of data is a false proposition, as data can be synthesized for continued training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which could be a turning point for the Industry.
The "new wealth password" in the chip Industry: hybrid bonding! Apple and NVIDIA both cannot do without it.
Apple and NVIDIA are iterating their chips, and semiconductor giant BE Semiconductor has entered the "money-making mode." An Analyst has stated that BE Semiconductor's semiconductor equipment may be strongly driven by chip products from technology giants such as Apple and NVIDIA.
Track Hyper | NVIDIA withstands the performance impact from the new AI player Broadcom.
What is Broadcom doing? How did it impact NVIDIA's stock price, and how did the latter fend off the impact?